Add a Mailchimp contact to an audience when a contact matching specific criteria is created in Zoho CRM

■Overview

When using Zoho CRM and Mailchimp together, are you struggling with the time and missed updates involved in manually syncing customer lists? Manual data migration is not only time-consuming, but can also lead to human error and hinder effective marketing efforts.
With this workflow, whenever a contact that meets specific conditions is created in Zoho CRM, it is automatically added to a Mailchimp audience. This helps solve these challenges and ensures smooth data integration between the two tools.

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■Who Should Use This Template

• Teams that use Zoho CRM customer data for email campaigns in Mailchimp and want to streamline list management
• Teams that spend significant time on manual data integration between Zoho CRM and Mailchimp or are concerned about data entry errors
• Teams that want to execute faster and more accurate marketing campaigns for specific customer segments

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■Benefits of This Template

• Contacts are automatically synced to Mailchimp when they are added to Zoho CRM, reducing the time spent on manual data entry
• Eliminating manual data transfers helps prevent human errors such as missed contact registrations and incorrect email addresses

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■Workflow

1. First, connect Zoho CRM and Mailchimp to Yoom
2. Next, select Zoho CRM as the trigger and set the “When a contact is created” action
3. Next, set the “Get contact information” action for Zoho CRM as an operation to retrieve the details of the contact created by the trigger
4. Next, set up branching as an operation so that the workflow proceeds only when the retrieved contact information meets specific conditions
5. Finally, set the “Add contact to audience” action for Mailchimp as an operation to add the relevant contact to the specified audience

*“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

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■Customization Options

• When connecting Zoho CRM, you can select the domain that matches your Zoho account, such as .com or .jp
• With branching, you can define conditions for syncing contacts to Mailchimp based on information such as lead source or job title
• When setting up the action to add a contact in Mailchimp, specify the ID of the audience where the contact should be added

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■Notes

• Connect both Zoho CRM and Mailchimp to Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, the configured workflow operation will result in an error.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.